Lidar counterattack

time:

2023-06-27

In the era of intelligent manufacturing, China's entire industrial chain manufacturing accumulation has become the bottom card for Chinese startups to win over European and American companies. The automotive LiDAR industry is one of them. LiDAR is currently an essential sensor for autonomous driving at L3 level and above. The industry started in Europe and America, but now it is a Chinese startup called Hesai Technology that holds the most market share.
In the first quarter of this year, the sales of Hesai exceeded the sum of six international peers (Luminar, Ouster, Innoviz, Aeva, Cepton, AEye), and with nearly 35000 units sold, it continued to be the "sales leader" of the global car mounted LiDAR quarter. According to Yole Gourp's data, in 2021, Hesai was still the world's largest in terms of total revenue for car mounted LiDARs and the largest in terms of market share for L4 level autonomous LiDARs (nearly 60%).
The mass production and manufacturing process, which was once overlooked by the industry, has become a nightmare for most overseas car mounted LiDAR companies, and has also become a key factor for Hesai to succeed.
We have seen that mass production of car mounted LiDAR will be a great challenge, not every company can produce it, "Li Yifan, CEO of Hesai Technology, told Shenwang. A few years ago, the consensus in the industry was exactly opposite to Hesai's prediction, believing that mass production is not a difficult point.

Keywords: Human Resources

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